Release-level history for completed roadmap phases. The per-task delivery ledger remains in roadmap/tasks.toml; upcoming work is in ROADMAP.md.

Unreleased

  • Added DeltaCalc.describe/0..2 — progressive disclosure over the manifest registry, so an agent narrows from library to module to function without reading source.
  • Breaking: renamed DeltaCalc.PnL (unbackticked: the module no longer exists, and an ex_doc autolink would try to load it) to DeltaCalc.Pnl. Descripex derives discovery short names with Macro.underscore/1, which split the internal capital into "pn_l"; the module now resolves as "pnl". Function names and signatures are unchanged.

Phase 1: Extraction

  • Extracted the retired TradingDashboard calculation engine into a standalone, headless DeltaCalc library with Decimal arithmetic, tests, documentation, and agent discovery.

Phase 2: Calc primitives

  • Added the dashboard-facing funding, hedging, account, concentration, margin-bridge, funding-projection, option-ladder, and options-risk calculation primitives.